Reports and forms

To customize a form before sending

 

Note:  You can use the Preferences window to select custom settings that affect all forms

  1. In the appropriate command center, click the Print/Email option to prepare the form you want to customize. (Finding forms)


    If you have marked the "Always Display Advanced Filters Before Sending Forms" preference, the Advanced Filters window opens. Go on to step 2.
    If you haven't marked the "Always Display Advanced Filters Before Sending Forms" preference, the Review Sales or Review Statements Before Delivery window opens:
  1. If more than one type is available for the form you selected, use the "Type" list to choose the type of form that you want to customize. (For example, you can choose from several kinds of invoices, labels and packing slips when you click Print/Email Invoices.)
  2. Click Advanced Filters on either the To be Printed or To be Emailed tab to open the Advanced Filters window for the form you selected. Go on to step 3.
  1. Verify that the Advanced Filters window displays the type of form you want to customize in the"Type" list. (For example, if you're creating a custom statement, choose either Invoice or Activity from the list at the top of the window.)


  2. In the "Selected Form" field at the bottom of the Advanced Filters window, choose the form layout that most closely matches the form you plan to create.


  3. Click Customize. The Customize window displays the layout for the form you selected.


  4. You can add a background image to your form. (To add a background image to a form)


  5. You can add design elements, such as text, lines, rectangles and pictures to a form. (To add design elements to a form)


    You can also add data fields and columns that currently do not appear on the form. (To add data fields to a form).
    Note:  There are some restrictions on the placement of fields and columns
  1. Once they appear in the layout, you can change or move existing elements as you like. (To change or move elements on a form)


    Note:  You may not be able to move certain columns without moving others
  1. You can change the text fonts that appear in any text or data field on the form. (To change text fonts for individual form fields)


  2. You can copy elements that already appear on the form. (To copy elements on a form)


  3. In some cases, you may want to remove elements you've added. (To remove elements from a form)


    To undo the last change you made, click the Undo button in the toolbar.
  1. If you're customizing a check form, you can customize both the check form and its associated stub. When you've finished customizing the check form, select the kind of stub you want to customize from the Layout menu in the toolbar. (To customize the check form)


    Warning:  Fields not entirely within the printable area of a form layout will not print
  1. To review the changes you've made, click the Form Preview button in the Customize window toolbar. After you've finished, click OK to continue working in the Customize window. (To preview printed forms as you customize them)


  2. Save your custom form:


  1. If you're creating a new form or are saving a form under a new name, a dialog box appears; name your form and add a description, if you want. Click OK to return to the Customize window.


  2. When you're finished making changes, click OK to close the Customize window and return to the Advanced Filters window, where you can prepare, preview and print your custom forms.


When you're ready to print forms, the name you gave your new custom form will appear in the "Selected Form" list at the bottom of the Advanced Filters window.

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